Effectively tracking leads is crucial for any sales team. Learn how to manage and monitor your sales pipeline from initial contact to qualification using the powerful features within Dynamics 365 Sales.
Log in to your Dynamics 365 environment. From the main dashboard or the left-hand navigation pane, select the Sales Hub app. Then, under the 'Sales' section, click on Leads to view your list of existing leads.
To create a new lead, click the + New button at the top. To track an existing one, simply click on a lead's name from the list. This will open the main lead form where all details are stored.
At the top of the lead form, you'll see the 'Lead to Opportunity Sales Process' bar. This visual guide shows the current stage of the lead, typically starting with Qualify. Click on the current stage to see the required steps or fields to complete.
As you interact with the lead, update their information in the form. Use the Timeline section to log activities like phone calls, emails, and appointments. This creates a complete history of all interactions.
Once you've gathered enough information, you can advance the lead. Click Qualify in the command bar to convert the lead into an Opportunity, Account, and Contact. If the lead is not a good fit, select Disqualify and choose a reason.
Use system views like 'My Open Leads' or 'All Leads' to filter and sort your list. For a high-level overview, navigate to Dashboards to see charts and graphs visualizing your lead pipeline and conversion rates.
Pro Tips for Effective Lead Management
Create personal dashboards to display the lead data most relevant to you. This gives you a quick, at-a-glance view of your pipeline's health.
Work with your administrator to set up automatic lead scoring based on criteria like industry, budget, or engagement. This helps you prioritize the most promising leads.
Use Power Automate or built-in workflows to create automated tasks, such as sending a follow-up email or scheduling a call reminder after a lead has been inactive for a certain period.
Add detailed notes in the Timeline for important context that doesn't fit into standard fields. This is invaluable for team collaboration and future reference.
Explore other Dynamics 365 guides and shortcuts